美国可可 (Cocoa) 加自选

智利Imacec经济活动指数在10月份增长2.3%后，在2024年11月同比增长2.1%，标志着连续第五个月增长。该月比2023年11月少了一个工作日。所有主要行业的产出都有所增长，即贸易（10月份为+4.8%对+6.2%）、商品生产（+2.7%对+1.7%）和服务（+1.4%对+2.2%）。经季节性调整的月度数据显示，智利11月经济活动增长0.3%，而前一个月增长0.4%。

Chile's Imacec economic activity index rose by 2.1% year-on-year in November 2024, after a 2.3% increase in October, marking the fifth consecutive month of growth. The month registered one less business day than November 2023. Output increased in all main sectors, namely trade (+4.8% vs +6.2% in October), goods-producing (+2.7% vs +1.7%) and services (+1.4% vs +2.2%). On a seasonally adjusted monthly basis, Chilean economic activity increased by 0.3% in November, following a 0.4% rise in the preceding month.

2024年12月，秘鲁的年通货膨胀率从11月的五个月高点2.27%降至1.97%。这是自9月以来的最低通胀率，食品价格涨幅为三个月来最低（0.06%对11月的1.46%），而住房通胀率稳定在2.34%。最新数据连续第九个月保持在央行1-3%的目标区间内。与此同时，受圣诞节和新年旅行需求增加的推动，运输价格加速上涨（2.97%对2.71%），机票价格上涨8.9%。12月份，消费者价格指数环比上涨0.11%，而前一个月上涨0.09%。

The annual inflation rate in Peru slowed to 1.97% in December 2024 from November's five-month high of 2.27%. It was the lowest inflation rate since September, with food prices rising the least in three months (0.06% vs 1.46% in November), while housing inflation remained steady at 2.34%. The latest reading remained within the central bank's target range of 1-3% for the ninth consecutive month. Meanwhile, transport prices accelerated (2.97% vs 2.71%), driven by increased demand for Christmas and New Year travel, with airfare prices advancing 8.9%. On a monthly basis, consumer prices rose by 0.11% in December, following a 0.09% gain in the previous month.

2024年，阿根廷的Merval指数飙升172.52%，达到2533635点，这得益于哈维尔·米利政府的宏观经济改革、外国投资者兴趣的上升以及重返全球资本市场的进展。关键措施包括财政调整、放松管制和稳定经济的努力，这使国家风险从2000点降至650点。公司盈利的改善（+490%）和相对于拉丁美洲平均水平的20%的估值折扣吸引了投资者，推动市值增长了620%。行业驱动因素包括积极的能源贸易平衡，到十年末，石油出口预计将达到每天55万桶，这得益于管道容量的扩大。Vista、Edenor和Ternium等公司成为主要投资目标。市场参与者仍持谨慎乐观态度，强调政策连续性和宏观经济平衡对持续增长至关重要。

Argentina's Merval index surged 172.52% in 2024 to reach 2,533,635, propelled by macroeconomic reforms under Javier Milei's administration, rising foreign investor interest, and progress toward reintegration into global capital markets. Key measures included fiscal adjustments, deregulation, and efforts to stabilize the economy, which lowered country risk from 2,000 to 650 points. Improved corporate earnings (+490%) and a 20% valuation discount relative to the Latin American average attracted investors, driving a 620% rise in market capitalization. Sectoral drivers included a positive energy trade balance, with oil exports projected to hit 550,000 barrels per day by decade's end, bolstered by expanded pipeline capacity. Companies like Vista, Edenor, and Ternium emerged as key investment targets. Market participants remain cautiously optimistic, emphasizing policy continuity and macroeconomic balance as vital for sustained growth.

2024年11月，智利工业生产同比增长1.1%，此前一个月修正后增长了3.4%。制造业（0.6%对10月的3.5%）和采矿业（2.2%对4.5%）的产出增长放缓，而公用事业则有所下降（-0.7%对0.2%）。经季节性调整的月度数据显示，11月工业生产增长0.1%，而上个月修正后下降1.1%。今年迄今为止，工业活动与去年同期相比增长了2.5%。

Industrial production in Chile rose by 1.1% year-on-year in November 2024, following a revised 3.4% increase in the prior month. Output growth slowed for both manufacturing (0.6% vs 3.5% in October) and mining (2.2% vs 4.5%), while utilities experienced a decrease (-0.7% vs 0.2%). On a seasonally adjusted monthly basis, industrial production rose by 0.1% in November, after a revised 1.1% decline in the previous month. Year-to-date, industrial activity grew by 2.5% compared to the same period a year ago.